Job Description

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Are you passionate about helping people, resolving problems, and delivering exceptional service that builds trust and loyalty?
Our client, a dynamic company in the Financial Services Industry, is looking for a warm, professional Client Relations Consultant to join their team in Weltevredenpark Johannesburg.
In this role, you'll be the heartbeat of the post-sale client experience, combining service excellence with client retention to:
Handle inbound and outbound calls, emails, and queries professionally and timeously, including cover amendments, debit order queries, and general support.
Resolve client issues efficiently and ensure all queries are closed within defined service levels.
Assist clients in understanding policy terms, features, and exclusions to reduce misunderstandings and support informed decisions.
Proactively engage with clients to obtain documents, resolve payment issues, and manage policy updates.
Contact clients requesting cancellations and use your product knowledge and empathy to attempt retention through suitable solutions.
Accurately log all interactions and policy changes on internal systems and maintain up-to-date, compliant records.
Uphold strict confidentiality and data protection standards in line with POPIA, FAIS, and Treating Customers Fairly (TCF) principles.
Collaborate with internal teams (Sales, QA, Claims, and Finance) to resolve service gaps and improve the client experience.
Stay current on product knowledge, compliance requirements, and industry regulations.
If you're client-focused, solutions-driven, and passionate about making a meaningful impact, this role offers the perfect opportunity to grow your career in financial services while helping clients feel valued, understood, and supported.
Requirements
Job Requirements:
A Matric certificate (non-negotiable)
Proficiency in at least one African language (to facilitate effective communication with a diverse client base)
Minimum of 2 years' experience in a similar Client Services or Retentions role, ideally within the Financial Services or Telecommunications industry
RE5 Certificate required; candidates with relevant experience in a regulated or client-facing environment may also be considered
Own, reliable transport
Working hours: Monday to Friday, 8:00 AM - 5:00 PM
Skills and Competencies:
Excellent communication skills, both verbal and written
Exceptional telephone etiquette and listening skills
High attention to detail and accuracy
Ability to perform under pressure and manage multiple client needs simultaneously
Strong organizational skills and time management
Empathy, professionalism, and a strong customer orientation
Adaptability and a proactive problem-solving mindset
High level of integrity and discretion
Application Process:
Candidates will undergo background checks in accordance with FSCA compliance requirements.
Benefits
Be part of a supportive, client-focused team where your growth is valued, your contributions matter, and your work makes a real difference in people's lives.